Keep Chaser customer details aligned with AccuLynx
Send a customer change from AccuLynx to Notis and update the matching Chaser record by external ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing customer's information.
Why this helps
A changed customer email or contact detail can remain stale in billing when updates must be copied by hand.
- Apply customer changes to the matching Chaser record.
- Base the update on the external ID in the incoming data.
- Review outcomes in a run report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer detail updates.
- 3In one instruction, ask Notis to update the Chaser customer matching the external ID in each AccuLynx webhook, using the supplied revised details.
- 4Choose the webhook trigger and a report channel, then test with one real customer update.
Questions about this workflow
How does the workflow identify the Chaser customer?
The update action uses the customer's unique external ID. Include the confirmed external ID in the webhook data.
Will it infer customer details that are missing?
No. Notis can use details returned or supplied in the request, but missing values must be provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chaser. A trigger fires from one place; an action lands in another.
Acculynx triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Acculynx and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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